Section
Monetary Policy
1014 posts
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ā¢ Investors have mistakenly been fixated on concerns…
Europe's Game of Loans
by Erik Swarts, Market Anthropology You might have guessed that after five years and countless volleys of eurozone…
The Buyback Boom is a Function of Fed Policy
Rick Rieder explains why today's buyback boom is an economic distortion created by the Federal Reserve's excessively accommodative…
Guy Haselmann: Down Side Up
āIt isnāt that they canāt see the solution.Ā It is that they canāt see the problem.ā ā G.K.…
Afraid of Rising Rates? Donāt Be.
by Ashish Shah and Ivan Rudolph-Shabinsky, AllianceBernstein Sometime this year, the Federal Reserve will probably raise interest rates…
Guy Haselmann: Massaging for a June Hike
Massaging for a June Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā A key factor…
A Simplified Argument for a June Hike
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM There is something special and meaningful about receiving a…
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
The World is Topsy Turvy, Thanks to Heavy Distortions
by Kara Lilly, Investment Strategist, Mawer Investment Management For a country whose population is smaller than that of…
Forecast For Clear Skies: LEI Shows Low Odds of Recession
Forecast For Clear Skies: LEI Shows Low Odds of Recession Key Takeaways ā¢ The outcome of last weekās…
Fed-Up
Fed-Up by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā Yellen would never admit it, but the…
Anthony Valeri: Patiently Waiting
Patiently Waiting The Fed faces a number of obstacles now and may require greater justification to suggest raising…
Why Undoing QE is So Difficult
Giving is Easy, Taking is Hard by Nihon Cassandra Despite the occasional satirical joke, I've never had a…
Guy Haselmann: How The Word 'Patient' is Absurd
Un-Patienting by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Ā·Ā Ā Ā Ā Ā The lunacy of markets was proven again…
Guy Haselmann: How Far Behind the Curve is the Fed, Anyway?
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I responded to an email question this morning with…
